Filer Snapshot

LCW Services, LLC

CIK 0002110690. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

4

Latest filing

21 Oct 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

IVV

$50.74M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G
Source: SEC Form 13F

13F-HR filed on 21 Oct 2026 for CIK 0002110690.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$239.7M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$239.7M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
IVV SCHF IJH VWO BND
+15 moreRSP SDVY SPY VLUE XLRE PDBC EZU TLT CGMS VEA IWB IJR VO IEFA IWM

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

IVV SCHF IJH VWO BND RSP SDVY SPY
+12 moreVLUE XLRE PDBC EZU TLT CGMS VEA IWB IJR VO IEFA IWM
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
4669 South Blvd, Ste 105, Virginia Beach, VA, 23452
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
VA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about LCW Services, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $239.7M across 41 reported holdings for Q3 2026.
  • Largest parsed 13F holding: IVV at $50.74M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 41 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2026 - 21 Oct 2026

Top 5 concentration

60%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$144.06M

Compared with $239.7M total 13F value.

Top 5 net change

+$8.96M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IVV · Largest trim: VTEB

IVV SCHF IJH VWO BND Other holdings

IVV

21.2%

Ishares Tr

$50.74M

SCHF

16.4%

Schwab Strategic Tr

$39.42M

IJH

9.9%

Ishares Tr

$23.62M

VWO

6.4%

Vanguard Intl Equity Index F

$15.29M

BND

6.3%

Vanguard Bd Index Fds

$15M

Latest update

What changed recently for LCW Services, LLC

New filing available

Latest 13F period: Q3 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 Oct 2026

Page type

Filer profile

Latest period

Q3 2026

Institutional portfolio context was refreshed from a 13F filing filed on 21 Oct 2026.

Benchmark Context

Benchmark context for this company

LCW Services, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0002110690 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
4
First seen
11 Feb 2026
Latest filing
21 Oct 2026
Entity
Company

Observed form types

13F-HR

Latest Filings

Showing the latest 4 of 4 SEC filings for LCW Services, LLC.

13F-HR

13F-HR filing

Filing date
21 Oct 2026
Reporting date
30 Sep 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
30 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .